Stock Taper 
CLOUD CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 182 | $219K |
 United Rentals, Inc. | URI | 233 | $263K |
 ASML Holding N.V. | ASML | 272 | $541K |
 Applied Materials, Inc. | AMAT | 297 | $215K |
 Micron Technology, Inc. | MU | 368 | $425K |
 Costco Wholesale Corporation | COST | 435 | $406K |
 Seagate Technology Holdings plc | STX | 490 | $473K |
 Caterpillar Inc. | CAT | 563 | $598K |
 Advanced Micro Devices, Inc. | AMD | 608 | $353K |
 Lam Research Corporation | LRCX | 786 | $340K |
 Vertiv Holdings Co | VRT | 919 | $307K |
 The Boeing Company | BA | 1.05K | $227K |
 Berkshire Hathaway Inc. | BRK-B | 1.06K | $531K |
 Johnson & Johnson | JNJ | 1.3K | $330K |
 Broadcom Inc. | AVGO | 1.35K | $511K |
 JPMorgan Chase & Co. | JPM | 1.4K | $458K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.55K | $742K |
 Digital Realty Trust, Inc. | DLR | 1.55K | $279K |
 Meta Platforms, Inc. | META | 1.79K | $1.01M |
 Philip Morris International Inc. | PM | 1.96K | $356K |